MSTR và CRCL tăng trưởng khi chiến lược quay trở lại thị trường BTC, DELL tăng mạnh do nhu cầu AI

The Huoxing Finance report states that on September 4, the five most-watched stocks this week were MSTR, CRCL, DELL, AMC, and FAMI, with market attention spanning BTC treasury, stablecoins, AI servers, and movie theater sectors. Among them, Strategy increased its Bitcoin holdings for the first time in two months; MSTR and CRCL both rose over 8% this week. Dell surged approximately 13.24% this week, driven by strong AI server orders and rising backlog demand. In contrast, AMC fluctuated downward amid conflicting expectations of box office recovery and high short positions, while FAMI rebounded sharply after increased volume before pulling back, showing significantly amplified short-term volatility. MSTR (up ~8.94% this week): Strategy disclosed this week that it purchased 4,603 BTC for approximately $369.7 million. Following Bitcoin’s rebound on expectations of rate cuts, MSTR, as a leveraged proxy, has once again attracted strong investor interest. CRCL (up ~8.04% this week): Federal Reserve officials reiterated their framework for regulating digital assets and stablecoins, prompting Circle to join the broader crypto stock rally; growth in USDC supply and favorable policy expectations supported CRCL’s sharp rise. DELL (up ~13.24% this week): Dell’s earnings report revealed robust orders and backlog demand for AI servers, leading to an upward revision of its full-year guidance; the data center hardware chain has been revalued, with the stock rising sharply for two consecutive days. AMC (down ~3.79% this week): Movie theater stocks have been caught in a tug-of-war between expectations of box office recovery and high short positions. AMC saw active trading this week but lacked strong catalysts, resulting in sideways downward movement. FAMI (up ~0.41% this week): Farmmi exhibited unusual volume activity this week, surging sharply on September 2 before quickly retracing; driven by liquidity factors typical of low-priced Chinese ADRs, its short-term volatility has significantly intensified.